SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $182,040 | +3.2% | 10,535 | +16.6% | 0.01% | 0.0% |
| Q2 2023 | $176,464 | -28.5% | 9,036 | -30.4% | 0.01% | -30.8% |
| Q1 2023 | $246,741 | +6.4% | 12,986 | +8.0% | 0.01% | -18.8% |
| Q4 2022 | $231,964 | +10.5% | 12,025 | +10.5% | 0.02% | 0.0% |
| Q3 2022 | $210,000 | -8.3% | 10,884 | +0.2% | 0.02% | -11.1% |
| Q2 2022 | $229,000 | +13.9% | 10,867 | +20.8% | 0.02% | +12.5% |
| Q1 2022 | $201,000 | -26.6% | 8,994 | +72.7% | 0.02% | -92.5% |
| Q4 2021 | $274,000 | +16.1% | 5,207 | +0.7% | 0.21% | +821.7% |
| Q3 2021 | $236,000 | +7.8% | 5,172 | +8.0% | 0.02% | +4.5% |
| Q2 2021 | $219,000 | +204.2% | 4,788 | +171.4% | 0.02% | +175.0% |
| Q1 2021 | $72,000 | +350.0% | 1,764 | +329.2% | 0.01% | +300.0% |
| Q4 2020 | $16,000 | -68.0% | 411 | -70.7% | 0.00% | -71.4% |
| Q3 2020 | $50,000 | +13.6% | 1,405 | +11.8% | 0.01% | 0.0% |
| Q2 2020 | $44,000 | -48.8% | 1,257 | -51.9% | 0.01% | -56.2% |
| Q1 2020 | $86,000 | +104.8% | 2,612 | +136.8% | 0.02% | +45.5% |
| Q4 2018 | $42,000 | +500.0% | 1,103 | +556.5% | 0.01% | +450.0% |
| Q3 2018 | $7,000 | -30.0% | 168 | -36.6% | 0.00% | -33.3% |
| Q1 2018 | $10,000 | -16.7% | 265 | -8.3% | 0.00% | 0.0% |
| Q4 2017 | $12,000 | +9.1% | 289 | +9.1% | 0.00% | -40.0% |
| Q3 2017 | $11,000 | +83.3% | 265 | +82.8% | 0.01% | +66.7% |
| Q2 2017 | $6,000 | – | 145 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 2,011,870 | $50,075,000 | 12.38% |
| Gunma Bank,Ltd. | 126,000 | $3,136,000 | 7.42% |
| Strategic Financial Planning, Inc. | 314,632 | $7,831,000 | 6.51% |
| Tradewinds Capital Management, LLC | 1,557,898 | $38,776,000 | 6.29% |
| RATIONAL ADVISORS LLC | 3,556,777 | $88,528,000 | 5.24% |
| Moisand Fitzgerald Tamayo, LLC | 441,129 | $10,980,000 | 5.00% |
| WEALTH MANAGEMENT RESOURCES, INC. | 261,709 | $6,514,000 | 4.50% |
| Cypress Point Wealth Management, LLC | 168,758 | $4,200,000 | 4.27% |
| Upper Left Wealth Management, LLC | 154,040 | $3,914,000 | 4.06% |
| Northwest Quadrant Wealth Management, LLC | 576,045 | $14,551,000 | 3.99% |